Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
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Table of Contents
Introduction ................................................................................................................... 2
Modifying EndNote Styles ............................................................................................. 2
Global Style Settings ..................................................................................................................................... 3
Templates ....................................................................................................................................................... 3
Rules that Govern Styles .......................................................................................................................... 4
Special Formatting Characters ................................................................................................................ 5
Author Lists ................................................................................................................................................... 5
Author Name ................................................................................................................................................. 6
Layout ............................................................................................................................................................. 6
Sort Order ...................................................................................................................................................... 7
Title Capitalization ........................................................................................................................................ 7
Adding a Call Number to a Style ................................................................................................................ 7
Using Term Lists .............................................................................................................. 8
Opening and Editing Term Lists ................................................................................................................ 8
Journal Abbreviations ................................................................................................................................... 9
For our basic handout on using EndNote, please visit
http://www.lib.umich.edu/exploratory/pdfs/endnote12.pdf
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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INTRODUCTION
The term “style” (or “output style”) is used to describe a particular method of documenting your
work. Each style has format settings for the in-text citation, the bibliography, and citations in
footnotes. Each style has a template for the in-text citation, the bibliography, and citations in
footnotes that include what fields should display (and how they are formatted) as well as what
punctuation should be used. There are also settings for how authors, journals and page numbers
are displayed in addition to options for sorting authors, title capitalization, etc.
While there are many styles included with EndNote (and more you can download from their
website), it may be necessary to modify a style to make it fit your exact bibliographic needs.
EndNote allows you to change punctuation, formatting, and even the included fields. However, to
modify correctly, you have to be aware of the rules that govern styles and the special formatting
characters used in the style template.
MODIFYING ENDNOTE STYLES
To edit a style, go to the Edit menu, choose Output Styles and select Open Style Manager….
1. In the EndNote Styles dialog box, select the style you wish to edit by clicking on it once.
If you want to see what the style looks like, click the More Info button, and then click on
the Style Info/Preview button.
2. Once you have found and selected the
style to edit, click the Edit button. Once
the Style window is open, we suggest you
Save As… (from the File menu) and
rename your new style to keep the original
style intact.
Some options in the editing dialog box, such as
Page Numbers and Journal Names, apply globally to
all four sections (Citations, Bibliography, Footnotes,
and Figures & Tables). Other options only apply in
their individual sections –for example, Templates
appears under each heading (Citations, Bibliography,
etc.). You must be sure you’re in the correct
section when making changes.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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GLOBAL STYLE SETTINGS
These settings affect citations, bibliographies, citations in footnotes, and figures & tables, so you
only select an option once.
Anonymous Works: Choose how you would like
to display works where the author field is blank.
Options include Leave Author Blank, Use Full Title,
Short Title in Place of Author, Use APA Specifications,
and Insert Text (e.g.: Anonymous).
Page Numbers: Specify how the page numbers
should be formatted in references.
Journal Names: Specify which journal abbreviation
format to use from your Journals Term Lists. Don’t
forget to select the Abbreviate Journal Articles Only and
Remove Periods options, if so desired. When using
abbreviations, be sure you’ve added them to your
Journals Term List (see the Journal Abbreviations
section on page 9).
TEMPLATES
Templates control a large part of the style’s look and function. They include field names and
punctuation commands telling EndNote how to format different references for that particular
style. Templates show you a sample of what a citation (or bibliography reference) will look like,
only with field names in place of actual data. When you create a bibliography using the Format
Bibliography command, EndNote replaces
the field names with your data.
You can modify any style – add or delete
fields, change formatting such as italics or
bold, or change the punctuation – just by
making the change in the correct template
(Citations, Bibliography or Footnotes). Within
the specific section, you must also be sure to
edit the right reference type, such as Journal
Article or Book. This is particularly important
for the Bibliography section.
To add a field, put your cursor where you want the field to appear and select the appropriate
option from the Insert Field pulldown menu. Be sure to include any spaces and/or punctuation
required.
To delete a field, highlight the field name from the appropriate Reference Type and delete it (again,
be sure to fix any spacing and/or punctuation).
Before you start changing templates, however, you should be aware of the rules that govern how
styles work.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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RULES THAT GOVERN STYLES
There are four basic rules of dependence that govern how text, spaces, and field names interact
with each other when they are used in a style template:
1. Basic dependence: Any text or punctuation that is not separated from a field name by an
ordinary space is dependent upon that adjacent field, i.e., text or punctuation adjacent to a
field only appears in your bibliography if the adjacent field contains data.
Example: In the excerpt “Volume (Issue)”, the parentheses around “Issue” only appear in
a formatted reference if there is an issue number for the reference.
2. The preceding field takes priority over the following field: When punctuation appears
between two fields with no intervening spaces, it is dependent on the preceding field.
Example: In the excerpt “Volume:Issue”, the colon is dependent on the volume field. So,
if there is no volume in the reference, the colon will not appear.
3. The first space after a field is dependent on that field. Additional spaces are
independent: The first ordinary space following a field is always dependent on that field.
Any consecutive spaces after that are independent and will always appear in the formatted
references.
Example: In the excerpt “Author. Title”, the space is dependent on the author field so the
title will not be preceded by a space if there is no author. However, in the excerpt
“Author. Title” with two spaces between the author and the title, the title will be
preceded by one space if there is no author.
4. Independent text always appears in the bibliography. Any text or punctuation that is
not dependent on a field name always appears in the formatted references.
Example: In the excerpt “Edition ed.”, the text “ed.” will appear in all references
regardless of whether or not there is an edition for that reference.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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SPECIAL FORMATTING CHARACTERS
To add flexibility and precision to the grouping of fields and punctuation in the style templates,
the above rules can be circumvented in specific situations using the following special formatting
characters:
Formatting Character
Function
Example
Non-breaking space ( )
[Ctrl+Alt+Spacebar (PC) or
Option+Spacebar (Mac)]
Links adjacent text or
punctuation to a field.
In the excerpt “Edition ed.”,
the text “ed.” will only appear in
references where there is an
edition.
Vertical bar (|)
Forces separation of text or
punctuation that is
normally dependent on a
field.
In the excerpt “Volume|:Issue”,
the colon is now dependent on
the issue field. So, if there is no
issue in the reference, the colon
will not appear.
Back apostrophe (`)
Identifies text that should
not be interpreted as a field
name.
In the excerpt “Editor,
`Editor`”, the second “Editor”
is interpreted as just text and not
as a field name.
Caret (ˆ)
Separates singular and
plural versions of terms
that appear in conjunction
with Author, Editor, or Pages
fields.
In the excerpt “p. ˆpp. Pages”,
“p.” will precede a single page,
while “pp.” will precede multiple
pages.
You can also insert the non-breaking space, vertical bar, caret, tab character ( ), and paragraph
mark (¶) from the Insert Field pulldown list by choosing Link Adjacent Text, Forced Separation,
Singular/Plural, Tab and End Of Paragraph, respectively.
AUTHOR LISTS
Use this section to specify how the authors and
editors (with the Editor List) will appear in the
formatted bibliography or the in-text citations
(be sure you select Author Lists or Editor Lists
from the correct section).
In the Separators area, enter any punctuation and
spaces that will separate the individual authors.
Don’t forget to use a different Before last
separator and define separators depending on
the Number of Authors, if so desired.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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In the Abbreviations area of the Author Lists, choose whether you want to abbreviate the list of
authors after a certain number, using et al. or an equivalent. Make sure to specify the number of
authors needed to trigger this abbreviation, how many authors to include in the formatted
reference, what the abbreviation should be, and whether it should be italicized. For in-text
citations, make sure to specify different abbreviations for the First Appearance and Thereafter, if so
desired. These options can be found under Author Lists in the Citations section.
In the For Subsequent Works by the Same Author area, choose how author names will appear after the
first entry. Author names can be kept, omitted, or replaced for subsequent entries.
AUTHOR NAME
In the Name Format area, specify how author
names should look, i.e., whether the first or last
name should come first or whether there should
be a comma after the last name. Make sure to
specify a different name order for the First
Author and Other Authors, if so desired. Also
specify the format for Capitalization and first and
middle Initials.
LAYOUT
Use this section to specify what information, if any, should appear before and after each reference
in a bibliography. This section also allows you to apply hanging indents to references.
A common reference prefix is the bibliography number, which is used by all numbered
styles to differentiate references in a bibliography. Tabs are often entered after the
bibliography number to align the start of
each reference. Other commonly used
reference prefixes (reference type, label,
citation, and record number) appear in
the lower half of the Insert Field
pulldown list.
A common use for the reference
suffix is to add a blank line between
references by inserting a paragraph
mark. Other commonly used reference
suffixes (label, keywords, abstract, notes
and record number) appear in the lower
half of the Insert Field pulldown list.
When a hanging indent is used, it indents the second and subsequent lines of each
reference in a bibliography. It is often used in conjunction with a tab to align the start of
each reference with subsequent lines when a bibliography number is included. Hanging
indent options include None and All paragraphs for references with one or more paragraphs
as well as First paragraph only, Second paragraph only and All paragraphs but the first for
references with more than one paragraphs.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
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SORT ORDER
You can determine sort order for bibliographic
references at the end of your paper and for multiple
citations in the text. For references in the
bibliography, the options are as shown on the right.
Additional options for in-text citations are Same As
Bibliography, Year + Author, and Don’t Sort.
TITLE CAPITALIZATION
You can also specify the capitalization format for
titles in your bibliographic references. The options are Leave title as entered, Headline style capitalization
(i.e. the first line of every significant word is capitalized, excluding articles and prepositions), and
Sentence style capitalization (i.e. only the title’s first letter is capitalized).
ADDING A CALL NUMBER TO A STYLE
To add a call number to a bibliographic style, go to the
Edit menu, select Output Styles, then select Open
Style Manager….
1. In the EndNote Styles dialog box, scroll to the
style you would like to edit and highlight it by
clicking on it once.
2. Click the Edit button.
3. Remember to go to the File menu and choose
Save As… to save your edited style as a copy so
the original style remains intact.
4. In the dialog box that opens, click on Templates
under the Bibliography heading (in the left pane).
5. The reference types for that style will appear
in the right pane with all of its templates.
Within the Book reference type, place your
cursor in the spot where you would like to
add the Call Number and click Insert Field.
6. In the list that appears, select Call Number.
7. Once the Call Number field is added to the
citation types of your choice, save the style,
close the dialog box, and close the Style
Manager.
8. You’ll need to make sure you format the
bibliography for your document using this
new style.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
exploratory@umich.edu
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rev: 6/15/09
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USING TERM LISTS
EndNote term lists are used to store terms (keywords, authors, journal names etc.) within each
library. Term lists facilitate data entry and improve consistency and accuracy. The update list during
data entry preference, by default, is enabled. This means that text added to certain fields will be
automatically added to the term list. As you begin to enter text into one of these fields, EndNote
will suggest the closest matching term; continue typing until the correct term appears. Press Enter
to accept it and create another line or Tab to accept it and move to the next field (continue typing
if it is not the correct term). If you enter a new term into one of these fields, the term appears in
red text to alert you that you have entered a new term. When you close the reference that new
term is automatically added to the list
OPENING AND EDITING TERM LISTS
The following focuses on the Journals Term list but the same principles apply for any of the terms
lists. To open a terms list,
1. Go to the Tools menu, choose Open Term List
then choose the list you’d like to open.
2. To edit a journal (or any term) in the list, select it
from the Term List dialog box, be sure you’re in
the Terms tab and choose Edit Term….
3. Change the term as necessary and click OK when
finished.
You can also manually add a journal (or any term) to the list by clicking on the New Term… in the
Terms tab of the Term List dialog box. Enter the journal name and its abbreviation(s) and click OK
to add it to the list and dismiss the New Term dialog box. Clicking Save Journal (or Save Term for
the other lists) adds the journal to the list, but keeps the window open for you to enter another
journal.
Editing Styles and Using Terms Lists in EndNote 12
A University of Michigan Library Instructional Technology Workshop
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
exploratory@umich.edu
| http://guides.lib.umich.edu |
rev: 6/15/09
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JOURNAL ABBREVIATIONS
If you add the journal’s abbreviated title in the Alternate Journal field as you enter the reference (or
as it is imported), the abbreviation will be automatically added to the Abbreviations 1: field of that
journal in the Journal Term list.
However, most sources from which you’ll import citations don’t have the journal abbreviations in
the record. If you need to use journal abbreviations, EndNote comes with 12 journal term lists,
including those accepted by the National Library of Medicine (NLM), the American Chemical
Society (ACS), and the Modern Language Association (MLA). Other term lists include
Anthropology, Law, and BioScience. Depending on your discipline, you may add as many lists as
you wish.
1. Go to the Tools menu and choose Define Term Lists.
2. Click on the Lists tab, choose Journals from the list, and
then click on Import List…
3. Browse to the Terms folder in the EndNote application
folder, then choose the appropriate list and click Open.
The list will be imported to the selected EndNote
library.
Remember, each EndNote library has its own term lists.
To add an abbreviation at a later date, go to the Tools
menu, choose Open Term List then choose the Journals
Term List.
1. Choose the correct journal, be sure you’re in the
Terms tab and choose Edit Term….
2. Add the abbreviation in the Abbreviation 1: field and
click OK to close the dialog box.
3. If the style you have selected uses the abbreviation,
the appropriate abbreviation will appear for all
articles from this journal, whether or not the
individuals reference has anything in the alternate
journal field.
Remember, some styles are not set to use the abbreviation instead of the full journal title, so you
may need to adjust the style (see the previous section on styles).
